Beam Wealth Advisors
IWF icon

Beam Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beam Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.58M Sell
36,580
-1,338
-4% -$164K 0.99% 22
2026
Q2 		$4.71M Buy
+37,918
New +$4.57M 1.04% 19
2025
Q4 		– Sell
-40,984
Closed -$4.8M – 111
2025
Q3 		$4.8M Sell
40,984
-8,496
-17% -$946K 1.31% 17
2025
Q2 		$5.25M Sell
49,480
-12,356
-20% -$1.18M 1.57% 14
2025
Q1 		$5.58M Sell
61,836
-2,340
-4% -$231K 1.88% 10
2024
Q4 		$6.44M Sell
64,176
-2,708
-4% -$266K 2.04% 10
2024
Q3 		$6.28M Buy
66,884
+1,944
+3% +$176K 1.9% 10
2024
Q2 		$5.92M Sell
64,940
-11,224
-15% -$958K 1.97% 10
2024
Q1 		$6.42M Sell
76,164
-284
-0.4% -$22.9K 3.86% 5
2023
Q4 		$5.79M Buy
76,448
+824
+1% +$58.3K 3.67% 7
2023
Q3 		$5.03M Sell
75,624
-4,884
-6% -$337K 3.57% 7
2023
Q2 		$5.54M Buy
80,508
+19,352
+32% +$1.23M 3.84% 8
2023
Q1 		$3.74M Buy
61,156
+1,448
+2% +$83.4K 3.75% 3
2022
Q4 		$3.2M Buy
59,708
+11,000
+23% +$605K 3.33% 4
2022
Q3 		$2.56M Buy
48,708
+1,356
+3% +$79.7K 2.85% 4
2022
Q2 		$2.59M Buy
47,352
+12,444
+36% +$747K 2.88% 6
2022
Q1 		$2.42M Buy
34,908
+1,584
+5% +$108K 2.78% 9
2021
Q4 		$2.55M Buy
33,324
+1,736
+5% +$129K 2.92% 7
2021
Q3 		$2.16M Sell
31,588
-524
-2% -$37.1K 1.86% 11
2021
Q2 		$2.18M Sell
32,112
-11,580
-27% -$747K 1.88% 10
2021
Q1 		$2.66M Buy
43,692
+772
+2% +$47K 2.37% 6
2020
Q4 		$2.59M Sell
42,920
-7,320
-15% -$417K 2.44% 7
2020
Q3 		$2.72M Buy
50,240
+548
+1% +$28.9K 2.55% 6
2020
Q2 		$2.48M Buy
49,692
+8,384
+20% +$369K 2.5% 6
2020
Q1 		$1.56M Buy
+41,308
New +$1.78M 1.54% 12

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Beam Wealth Advisors's IWF Position: Q3 2026 in Review

Beam Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q3 2026, selling an estimated $164K and leaving 36,580 shares worth $4.58M. The position accounts for 0.99% of the portfolio, ranked #22.

Beam Wealth Advisors first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.44M in Q4 2024. 1,786 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Beam Wealth Advisors held 36,580 shares of iShares Russell 1000 Growth ETF worth $4.58M as of Q3 2026.
  • Beam Wealth Advisors sold 1,338 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $164K.
  • iShares Russell 1000 Growth ETF made up 0.99% of Beam Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Beam Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Beam Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $6.44M in Q4 2024.
  • 1,786 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.